SOFTWARES–BLISSAGENTADVISOR+M.doc
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1、BLISS AGENT ADVISORSPECIAL FEATURESPERSONAL PENSION PLAN MULTI-PLAN PRESENTATIONENDOWMENT SPECIALMONEYBACK SPECIALPREMIUM BUDGETINGPLAN FEATURES / RULES IN BRIEFCOMPARISON BETWEEN LIC & OTHER INSURANCE COMPANIESL.I.C. V/S OTHER INVESTMENTSMATURITY CALCULATIONSURRENDER VALUE / LOAN VALUE CALCULATIONM
2、EDICAL REQUIREMENTS CALCULATORPREMIUM CALCULATIONLATE FEE CALCULATIONREVIVAL AMOUNT CALCULATIONGREETINGS FOR BIRTHDAY, ANNIVERSARY, FESTIVALS & NEW YEARHUMAN LIFE VALUEKEYMAN INSURANCE PRESENTATIONPARTNERSHIP INSURANCE PRESENTATION PROPOSAL-RELATED DETAILS (QUERIES/REPORTS)PENDING PROPOSAL LIST (DAT
3、E WISE)COMPLETED PROPOSAL LIST (DATE WISE)PROPOSAL REGISTER (DATE OF REGISTRATION WISE)POLICY-RELATED DETAILS (QUERIES/REPORTS)POLICY REGISTERS (FAMILY WISE / CLIENT WISE / POLICY WISE / COMM. DATE WISE / PLAN WISE / MODE WISE / LOCATION WISE / P.A. CODE WISE FOR SSS POLICIES)POLICY STATUS REPORT (P
4、OLICY WISE)AGENCY STATUS REPORT (POLICY STATUS WISE)POLICY LEDGER (POLICY WISE)PREMIUM DUE STATEMENT (DATE WISE / POLICY WISE / NAME WISE / FAMILY WISE / LOCATION WISE)PREMIUM OUTSTANDING STATEMENT (DATE WISE / POLICY WISE / NAME WISE / FAMILY WISE / LOCATION WISE)LAPSED POLICY STATEMENT (DATE WISE
5、/ POLICY WISE / NAME WISE / FAMILY WISE / LOCATION WISE)MULTIPLE DUE STATEMENT (DATE WISE / POLICY STATUS WISE)SURVIVAL BENEFIT DUE STATEMENT (FAMILY WISE / CLIENT WISE / S.B. DUE DATE WISE)DAILY PREMIUM DEPOSIT REGISTER (DATE WISE)POLICY MATURITY STATEMENT (DATE WISE)REVIVAL QUOTATION FOR LAPSED PO
6、LICIESPREMIUM CERTIFICATE (DATE WISE / FAMILY WISE)CONSOLIDATED POLICY SERVICES REPORTBUSINESS ANALYSISCOMMISSION ANALYSIS COMMISSION-RELATED DETAILS (QUERIES/REPORTS)COMMISSION BILL LEDGER - DETAILED REPORT (DATE WISE)COMMISSION LEDGER (DATE WISE / POLICY WISE)DEDUCTION SUMMARY OF ADVANCES & RECOVE
7、RIESPENDING COMMISSION STATEMENT (DATE WISE)PENDING COMMISSION LETTERSHORT COMMISSION STATEMENT (DATE WISE)BONUS COMMISSION STATEMENT (DATE WISE)COMMISSION OUTSTANDING STATEMENT (DATE WISE)GAP COMMISSION STATEMENT (DATE WISE)CORRESPONDENCEAGENT TO CLIENT CORRESPONDENCE (FAMILY WISE / CLIENT WISE)CLI
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